The emergence of the Omicron variant could not stop a Santa Claus rally from putting an exclamation point on a very strong 2021 for global stocks. The MSCI World Index and S&P 500 returned 4.30% and 4.48%, respectively, in December, capping off returns of 22.35% and 28.71%, respectively, for the year.
Institutional Strategies
Since our founding the Firm’s boutique structure has facilitated specialization of strategies for institutional clients unique needs and outcomes.
Managed Accounts
Our specialized strategies are also available on managed account platforms to accommodate clients’ needs for transparency and customization.
Open-end Funds
As one of the affiliated investment managers within Virtus Investment Partners, our strategies are offered via open-end mutual funds.
Closed-end Funds
In addition to managing institutional products, Duff & Phelps has over two decades experience managing closed-end funds for individual investors.
Featured News and Ideas
A recent article in the Journal of Portfolio Management delivered important findings for investors who maintain an allocation to real assets.
Greeting the world as we emerge from the COVID shutdowns is a word that, at least in many developed countries, has not been used since the 1970’s: inflation.
Meeting Investor Needs
Institutional Investors
Our boutique structure is designed to focus resources on our specialized active investment strategies, and to meet the needs of institutional investors for consistent results, pro-active communication, and transparency.
Our approach has benefited the institutional clients we have worked with, which include: public funds, foundations & endowments, corporations, municipalities, multi-employer plans, nuclear decommissioning trusts, and sub-advisory.
Individual Investors
For more than 80 years, Duff & Phelps has been distinguished by in-depth fundamental research. We have built on our pioneering approach to utilities, expanding to offer several specialized active strategies that seek to enhance individual investors outcomes.
Through open-end mutual funds, managed accounts, and closed-end funds, investors may wish to consider our approach as a foundation for their portfolios in today’s complex world.